See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,270 | $202,318-64.8% | $172,739-58.7% | $152,861-53.4% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 17.42% | 1029.65%-1012.2pp | 802.84%-785.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $8,561 | $5,856+46.2% | $5,143+66.5% | $4,762+79.8% |
| Participant deferral / active EE | $7,256 | $5,948+22.0% | $5,198+39.6% | $5,850+24.0% |
| Admin fee / account holder | $1,835 | $17,109-89.3% | $13,954-86.8% | $11,596-84.2% |